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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,100 | $115,814-78.3% | $101,275-75.2% | $158,982-84.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 44.90% | 56.16%-11.3pp | 46.48%-1.6pp | 302.99%-258.1pp |
| Employer contribution / active EE | $1,803 | $4,176-56.8% | $3,660-50.7% | $4,763-62.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $591 | $7,249-91.8% | $5,948-90.1% | $11,252-94.7% |